Part-Time Financial Planning Specialist

Pru Life UK; Philippines; On-site; PHP 180,000 - 260,000; Full time

Job summary

Pru Life UK is seeking a financial planning professional to assess clients' needs, craft tailored plans, and guide investments, insurance, and retirement strategies. You will recommend suitable products, monitor progress, and educate clients on financial concepts to build lasting relationships.

The role welcomes part-timers, career shifters, fresh graduates, and grads waiting to take further units, with the right internet access and devices to support online work.

Qualifications

• Graduate of at least any 4-year course.
• With internet connection.
• Preferably with laptop or tablet device.
• Open for part-timers, career shifters, fresh graduates, graduating students with no more units to take (literally grad-waiting).

Responsibilities

• Assess clients' financial needs, goals, and risk tolerance.
• Develop customized financial plans, including investments, insurance, and retirement strategies.
• Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
• Monitor and update clients' financial plans based on market trends and life changes.
• Educate clients on financial concepts and risk management.
• Maintain long-term relationships with clients and provide ongoing support.

Education

4-year degree

Tools

Laptop or tablet

Internet access

Job description

Pru Life UK is seeking a financial planning professional to assess clients' needs, craft tailored plans, and guide investments, insurance, and retirement strategies. You will recommend suitable products, monitor progress, and educate clients on financial concepts to build lasting relationships.

The role welcomes part-timers, career shifters, fresh graduates, and grads waiting to take further units, with the right internet access and devices to support online work.